Business Planning

Business Planning

As a business owner, we understand that you face many challenges on a daily basis. You must grow and run your business, motivate your employees, and plan for succession. Over the years, we have advised a variety of businesses and professional services practices, including doctors, lawyers, government contractors, and consulting firms. The types of strategies we provide range from assisting the plan sponsor in reviewing design and operational features and discuss potential enhancements, to planning for succession.

We can assist you and your business with an educating plan sponsor regarding potential plan design options for retirement plans, deferred compensation plans, tax planning, and other programs.